Wealth Advisor

Summary

The Wealth Advisor will develop strategies to increase market share in the assigned region by providing financial solutions to clients. The role includes client relationship management and meeting assigned sales targets. Frequent travel is required.

Benefits

• • Competitive base salary & allowances, plus commission.
• • Opportunities for professional growth and development.
• • Be part of a dynamic team focused on delivering exceptional financial solutions.

Responsibilities

• Sales & Business Development:

  • • Develop and execute annual sales plans to achieve targets.
  • • Build prospecting lists, conduct needs analyses and provide personalized financial planning.
  • • Sell financial solutions to individuals and corporations, meeting both value and volume targets.

• Client Relationship Management:

  • • Manage and optimize assigned client investment portfolios.
  • • Address and resolve customer queries and complaints promptly.
  • • Provide guidance aligned with company strategy and market trends.

• Market Analysis & Strategy:

  • • Analyze macroeconomic data to recommend suitable client solutions.
  • • Prepare and deliver compelling presentations as needed.

Required Skills

• • Strong knowledge of financial products and investment strategies.
• • Excellent sales, marketing, communication, and presentation skills.
• • Proven track record of exceeding sales and profitability targets.

Qualifications

• • Bachelor's Degree in Finance, Business Administration, Marketing, or a related field.
• • Licensed by the Financial Services Commission (FSC).

Additional Information and Instructions

Ready to make an impact? Apply by March 30, 2025 and take the next step in your career!

About JN Fund Managers Limited (JNFM)

We are a part of The Jamaica National Group Limited and together, we represent a globally respected brand, boldly finding ways to enrich lives and build better communities. Our core values make us who we are and are demonstrated in everything we do; rooted in RESPECT we believe our everyday jobs contribute to something bigger than ourselves. We are dependable and pride ourselves in our authenticity and in the transparent solutions we create that bring value to our customers.

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